An Heir-Tight IRA
Money Guy Show
Brian Preston, CPA, CFP®, PFS and Bo Hanson, CFA, CFP® | Fee-Only Fiduciary Advisors
4.7 • 3.1K Ratings
🗓️ 28 August 2009
⏱️ 31 minutes
🧾️ Download transcript
Summary
Transcript
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| 0:00.0 | It's Brian Preston, the money guy, restoring order to your financial chaos, retirement, |
| 0:07.0 | investing, taxing. |
| 0:09.0 | You've got financial questions, he's got financial answers, it's Brian Preston, the |
| 0:14.2 | money guy. |
| 0:15.2 | Hey guys, it's your host, Brian Preston. |
| 0:17.2 | I mean, it's kind of a crazy day today. |
| 0:19.0 | It's Friday and we're going to be doing a show today talking about the importance of |
| 0:22.5 | making sure that your IRAs have the right beneficiary destinations that you're thinking |
| 0:26.8 | about the right things, so that if something should ever happen to you, that the money |
| 0:31.0 | ends up at the right place, or also go close out the show, you know, friend of the money |
| 0:35.4 | guy podcast here, Aaron Peterson, who's our journalist that writes for bank rate, saving |
| 0:41.4 | for college.com, she's been in all kind of things. |
| 0:44.2 | She also, she asked us to participate, they were asking financial experts, their worst |
| 0:51.3 | goofs financially and how they learned from it, and she did this for bank rate.com. |
| 0:56.0 | It's actually out there, we'll give you a link to that and I'm going to go over what |
| 0:58.7 | that article says, but I have to share with you, it is never a dull moment here at Preston |
| 1:04.4 | Inc. |
| 1:05.4 | Remember, my day job is not broadcasting, it is actually being a fee-only wealth manager |
| 1:09.0 | on the south side of Atlanta, and Bo, who's my associate, aka engineer, producer, whatever |
| 1:16.0 | you want to call him here for the show, he decides that right before we do the show, |
| 1:20.6 | he's going to go get him a cup of coffee, but he leaves all the doors wide opening, you |
| 1:24.9 | have to understand, we're in a two story professional building and right next door to |
... |
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